Creative Planning
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Creative Planning’s New Mountain Finance NMFC Stock Holding History

Creative Planning’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$500 – 4043
2025
Q3 		$500 Buy
+2,000
New +$20.7K ﹤0.01% 3901

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Creative Planning's NMFC Position: Q1 2026 in Review

Creative Planning increased its New Mountain Finance (NMFC) stake by 3.6% in Q1 2026, buying an estimated $4.12K and bringing the position to 14,255 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Creative Planning first reported a position in NMFC in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.35M in Q4 2016. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • Creative Planning held 14,255 shares of New Mountain Finance worth $111K as of Q1 2026.
  • Creative Planning bought 493 New Mountain Finance shares in Q1 2026, an estimated $4.12K.
  • New Mountain Finance made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3878 holding.
  • Creative Planning first reported a position in New Mountain Finance in Q3 2013 and has held it in 48 quarters since.
  • Creative Planning's New Mountain Finance position peaked at $1.35M in Q4 2016.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.